Wealth Management Client Concierge

Bank of America; Boston (MA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive

Job summary

Bank of America in Boston, MA seeks a Client Service Support professional to assist Financial Advisors by delivering high-quality client service and customized banking solutions. You will act as the primary contact for clients, ensuring accurate materials and timely responses, while promoting the bank’s products and services.

The role requires a client-centric mindset, strong communication skills, and the ability to learn new technology platforms in a fast-paced environment.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the client’s best interest.
• Willingness to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to bank's clients, educating them on bank services.
• Ensures timeliness, accuracy, and completeness in client materials; follows up on requests.
• Ensures practices align with bank policies and procedures to support operational excellence and risk management.
• Identifies, deepens, and maintains client relationships by emphasizing bank offerings and integrating banking into daily activities.
• Supports day-to-day team activities, covering roles during absence or seasonal needs, with a client-first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Written Communications

Business Development

Client Solutions

Advisory Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America in Boston, MA seeks a Client Service Support professional to assist Financial Advisors by delivering high-quality client service and customized banking solutions. You will act as the primary contact for clients, ensuring accurate materials and timely responses, while promoting the bank’s products and services.

The role requires a client-centric mindset, strong communication skills, and the ability to learn new technology platforms in a fast-paced environment.